Ifa Client Administrator

Job Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: £28,000 - £30,000 Key Benefits: * Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation * Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma...

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

Job Description IFA Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a...

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

IFA AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting...

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: - Preparing valuations - Processing new business and renewals - Process fund switches -...

A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting...

A Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...

Role DescriptionWe are currently recruiting for an IFA Administrator to work with our established IFA firm located in Edinburgh. This is a permanent position offering a competitive £33,000 - £38,000 per annum salary.The successful candidate will be responsible for providing administrative support to the IFA, including:Processing client investment...

Do you have some experience within IFA administration and are looking for more responsibility?Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive...

Pensions Administration OpportunityEden Scott is seeking a skilled Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £55,000 - £70,000 per annum, along with a comprehensive benefits package and opportunities for career growth.ResponsibilitiesResearch and report writing for high net...

About the RoleIn this dynamic role as an IFA Support Professional, you will provide administrative assistance to IFAs, including managing client files, preparing documents, and maintaining records. You will also assist in preparing client review packs, suitability reports, and other documentation.You will work closely with internal departments to ensure...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You...

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth, and looking to recruit a Business Support Administrator. This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per...

Technical IFA Administrator Stockport   Salary up to £31,000 (Experience dependant)   26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working...

Our client, a well-established company within the financial services sector, is seeking a Trainee Client Support Administrator to join their growing team. This is an exciting opportunity for someone with at least one year of experience within the financial services industry, whether from a provider or Independent Financial Adviser (IFA) background with a...

Our client, an established firm of Financial Planners form part of St James Place.They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers.Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a...

Job Description Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology. They are expanding rapidly and are seeking a...

We are currently seeking an IFA Practice Assistant to join our dynamic team at Eden Scott. In this role, you will provide administrative support to our financial planners, handle internal and client queries, and prepare valuation reports.The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of the financial...